Anic Equity¶
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Total return since start: 0.69 %¶
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Equity now: -----------------------------> 51618.39 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48419.33 Kr¶
PnL: ---------------------------------------> -668.24 Kr¶
DD now: ---------------------------------> -0.628 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 10:07:12.761970'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -3.000000 | 3321.000000 | 141.000000 | 4.430000 | 3180.000006 |
| HMS Networks | 2 | 3.750000 | 807.600000 | 134.600000 | 20.000000 | 673.000000 |
| HEBA B | 70 | 3.010000 | 2754.500000 | 118.500000 | 4.500000 | 2636.000010 |
| Nordea Bank Abp | 29 | 0.710000 | 3556.560000 | 102.560000 | 2.970000 | 3453.999992 |
| SAAB B | 8 | 0.940000 | 3448.800000 | 71.800000 | 2.130000 | 3377.000000 |
| Swedbank A | 3 | 1.850000 | 612.300000 | 48.300000 | 8.560000 | 564.000000 |
| Resurs Holding | 22 | 0.940000 | 617.100000 | 43.100000 | 7.510000 | 573.999998 |
| MedCap | 2 | 0.220000 | 464.000000 | 43.000000 | 10.210000 | 421.000000 |
| AcadeMedia | 12 | 0.610000 | 594.960000 | 37.960000 | 6.820000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.450000 | 389.200000 | 34.200000 | 9.630000 | 355.000000 |
| Intrum | 4 | 1.970000 | 550.000000 | 23.000000 | 4.360000 | 527.000000 |
| Eastnine | 4 | 1.760000 | 509.600000 | 18.600000 | 3.790000 | 491.000000 |
| Norva24 Group | 16 | -2.500000 | 561.600000 | 18.600000 | 3.430000 | 543.000000 |
| OEM International B | 7 | 0.650000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Securitas B | 6 | 1.260000 | 579.240000 | 9.240000 | 1.620000 | 570.000000 |
| Coor Service Management Hold. | 8 | 0.970000 | 539.200000 | 7.200000 | 1.350000 | 532.000000 |
| Karnov Group | 9 | 0.330000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Boozt | 12 | 1.770000 | 1659.600000 | 5.600000 | 0.340000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.970000 | 249.600000 | 3.600000 | 1.460000 | 246.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.320000 | 546.000000 | 0.000000 | 0.000000 | 546.000000 |
| Corem Property Group B | 59 | 2.200000 | 576.140000 | -0.860000 | -0.150000 | 576.999999 |
| Midsona B | 63 | 0.770000 | 579.600000 | -3.400000 | -0.580000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.550000 | 3843.000000 | -7.000000 | -0.180000 | 3850.000000 |
| CTEK | 13 | 2.080000 | 510.250000 | -23.750000 | -4.450000 | 533.999999 |
| International Petroleum Corp. | 5 | 0.000000 | 562.500000 | -32.070000 | -5.390000 | 594.565215 |
| Essity B | 2 | -0.920000 | 540.400000 | -33.600000 | -5.850000 | 574.000000 |
| Fasadgruppen Group | 38 | -1.460000 | 4104.000000 | -37.000000 | -0.890000 | 4140.999992 |
| Vivesto | 1368 | -0.100000 | 560.330000 | -52.670000 | -8.590000 | 612.999432 |
| Essity A | 4 | -1.100000 | 1080.000000 | -69.000000 | -6.010000 | 1149.000000 |
| Beijer Electronics Group | 27 | -0.540000 | 2986.200000 | -97.800000 | -3.170000 | 3083.999994 |
| OX2 | 22 | 4.850000 | 1855.700000 | -133.300000 | -6.700000 | 1989.000002 |
| Axfood | 15 | -3.790000 | 3880.500000 | -419.500000 | -9.760000 | 4300.000005 |
| Ovzon | 64 | -1.690000 | 3340.800000 | -655.200000 | -16.400000 | 3996.000000 |
| TOTAL | 48419.330000 | -668.240000 | -0.62758% | 49087.564636 |
Updated:¶
'2023-02-01 10:07:25.806370'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
